A word comment on BYD's sales: The only person who can compete with Wang Chuanfu in the new track is the crazy Musk.
The data shows that BYD took the lead in releasing new car sales in April, after completely abandoning fuel vehicles, BYD's hybrid and pure electric vehicles completed 106,000 new cars in April, an increase of more than 30% year-on-year, and by the end of April, BYD had completed nearly 400,000 new car sales.
This means that in the case of not lagging behind in production, BYD will likely hit 1.2 million sales this year, which is completely different from other companies, and these 1.2 million sales will be new energy vehicles with new energy number plates.
Last year, Tesla occupied the global market to complete the sales of about 930,000 units, according to the dislocation of the competitive relationship between BYD and Tesla, the biggest dispute between the two sides is in the country, at present, Tesla's large single product strategy in the Chinese market is inferior to the BYD matrix.
The track of new energy is strictly speaking, the brand value cognition, BYD is lower than Tesla in terms of unit price, but this does not mean that BYD does not have the strength to directly compete with Tesla.
In fact, the models sold in the Chinese market, BYD is not a pure price advantage strategy, priced at 150,000, more than 200,000 models sales are also good, for example, BYD Han's cumulative sales of this product has exceeded 200,000, and BYD Tang also has a large number of user groups in the high-end market.
The emergence of DM-i and blade batteries has enhanced the value of BYD's bicycles, and also greatly stimulated the recognition of terminals, which means that many consumers are willing to start WITHD, more to recognize its technology, production, and brand.
The actual strength is BYD's advantage, which can launch about 100,000 hybrid models downwards, and can be based on the 300,000 market and have a large influx of consumers.
Successful new energy enterprises must not only fight for technology, but also fight for industrial integration.
The reason why Tesla is strong is not only because of its advantages in technology, but also because it has a strong integration ability, can produce vehicles in the shortest time, and the chip, battery, and spare parts supply system is self-controlled, not affected by external influences and production capacity, which is the key to Tesla's annual production capacity.
This advantage is not available to traditional companies, including giants such as Volkswagen and Toyota.
Toyota and Volkswagen even though they have tens of millions of sales, the supply chain system behind it is huge, but it is still difficult to produce new energy, and the data shows that the best new energy sales models in the world, Volkswagen and Toyota have no chance to be on the list.
This also confirms that BYD can advance at the current rate of 100,000 sales, and its strength is not only technology, but also spare parts integration capabilities, IGBT chip production, pure electric architecture design, battery design, production and manufacturing, including but not limited to the control of core components such as gearboxes, sensors and so on.
Previously, there was news that Bosch reduced the supply to a large number of enterprises, but only in BYD's side continued to supply, industry insiders speculated that BYD really has a lot of electronic control components production capacity, so Bosch can not reduce the supply in front of it, because both sides have checks and balances.
The game between multinational companies also needs capital, which is enough to show that BYD is excellent in the control of parts.
In the past 10 years, BYD has been scolded for 10 years, poor design of fuel vehicles, poor quality, backward design capabilities, low brand value, etc., and Wang Chuanfu, who has been scolded for 10 years, is only doing one thing: research and development.
In the past, we could not see the achievements, because BYD was doing more industrial research and development, the tide did not recede, we could not see his strength, and today in the environment of serious shortage of parts, BYD's advantages are reflected.
With 100,000 new energy sales per month, this is a height that Volkswagen and Toyota cannot reach, and it is also the company that can most impact Tesla in the world.
According to Tesla's forecast, Tesla's full series sales will be in the order of 1.5 million this year, and by-one BYD's sales of 1.2 million will further narrow the gap with top-notch companies.
This means that IND will also become a top-notch enterprise in the next year.